Turn client delivery calls into structured delivery signals
Scope creep, margin risk, and follow-on work all get spoken in delivery calls before they ever reach a system. Semarize reads those conversations and returns typed signals your delivery and account teams can act on, so the warning lands while you can still do something about it.
Kit
Client Delivery Kit
Structured signals from a client conversation
Output
{
"scope_change_requested": true,
"new_dependency": "legal review",
"engagement_health": 42,
"blocker": "data access",
"expansion_intent": true
}
The problem
The margin leaks in conversations no one reviews
Consulting and delivery work runs on conversations. Requirements shift in a status call, a blocker gets mentioned in passing, a client hints at follow-on work. Then the call ends, the notes are thin, and the signal is gone until it shows up as an overrun or a missed renewal.
Scope creep absorbs your margin
New requirements and dependencies get agreed verbally long before the statement of work catches up. By the time anyone notices, delivery has already eaten the cost instead of raising a change order.
Risk shows up late on the financials
An engagement turns red on the burn report weeks after the warning was first said out loud. Delivery leads are reacting to numbers instead of the conversations that produced them.
Notes are thin and inconsistent
Every consultant writes up a call differently, if they write it up at all. There is no shared, comparable record of what each client actually asked for or how the relationship is tracking.
Follow-on work quietly slips away
Adjacent problems and new teams surface naturally while you deliver, then get forgotten. The account lead never hears about the warm expansion signal until the moment has passed.
Professional services examples
Client conversations, turned into delivery signals
The same API reads scope, engagement health, and expansion signals out of delivery and account calls, then sends typed fields into the systems your teams already run on.
01 / Scope
Catch scope creep while you can still re-paper it
New requirements, dependencies, and timeline shifts get agreed in delivery calls long before the statement of work catches up. Semarize compares what's being asked against the SOW and flags the drift, so delivery leads can raise a change order instead of absorbing the cost.
Scope diff
Delivery call - 12:40In the SOW
Asked on the call
Change order
Raise before delivery absorbs it
02 / Engagement health
See which engagements are heading over budget
By the time a project shows red on the financials, the warning was already in the room. Semarize reads delivery calls for burn signals, blocker dependencies, change-orders, and client sentiment, and rolls them into an engagement-health view your delivery leadership can act on.
Engagement health
at riskMargin-risk drivers
03 / Expansion
Find follow-on work inside delivery conversations
Adjacent problems and new teams surface naturally while you deliver, then get forgotten. Semarize extracts those expansion signals and the sentiment around renewal, and routes them to the account lead while the relationship is warm.
Adjacent need
Delivery call - 34:07finance ops reporting
Account lead
Marcus Bell
Routed while the relationship is still warm
How it works
How Semarize turns delivery conversations into structured signals
Send the client calls, status meetings, and transcripts you already capture. A reusable Kit evaluates the signals that matter for delivery and returns typed fields ready for your systems.
- Step 1
Conversation captured
Delivery calls, status meetings, account reviews, and transcripts are sent through the API.
- Step 2
Client Delivery Kit runs
Bricks evaluate scope drift, engagement health, blockers, and expansion signals in one pass.
- Step 3
Signals extracted
Scores, flags, categories, and extracted values come back in the same schema every run.
- Step 4
Evidence attached
Each field carries quote-level evidence and confidence, so delivery leads can review fast.
- Step 5
Systems updated
Typed fields feed your PSA, CRM, BI, and the alerts your delivery and account teams watch.
Example Bricks
The delivery signals Semarize returns
Each Brick evaluates one field, score, flag, or extracted value with confidence and evidence. Bundle Bricks into reusable Kits for the delivery and account workflows your firm runs.
Scope
Did the client ask for work outside the current statement of work?
Capture a newly introduced dependency that the SOW did not account for.
Engagement health
Roll burn, blockers, change-order risk, and sentiment into one health score.
Extract the dependency or obstacle slowing the engagement down.
Expansion
Capture an adjacent need the client raised during delivery.
Classify how the client feels about renewing the engagement.
Example output
Structured signals, not meeting notes
The same schema comes back every run: typed values, confidence, reasons, and evidence spans tied to the delivery call they came from.
Client Delivery Kit returned
System-ready fields for PSA, CRM, BI, and delivery alerts
- Scope Change Requested
- true
- New Dependency
- legal review
- Engagement Health
- 42 / 100
- Blocker
- data access
- Change Order Likely
- true
- Renewal Sentiment
- positive
{
"scope_change_requested": true,
"new_dependency": "legal review",
"timeline_risk": "high",
"sow_aligned": false,
"engagement_health": 42,
"blocker": "data access",
"change_order_likely": true,
"client_sentiment": "cooling",
"adjacent_problem": "finance ops reporting",
"renewal_sentiment": "positive",
"expansion_intent": true,
"evidence": {
"field": "new_dependency",
"quote": "we'll need legal to review before we can sign off",
"confidence": 0.94
}
}The difference
Why a call summary is not enough for delivery teams
A summary helps one person read one call after the fact. Delivery and account teams need fields they can query, compare, route, and audit across every engagement.
Meeting summaries
Structured delivery signals
FAQ
Delivery conversation intelligence, answered
How Semarize evaluates professional services and consulting conversations and returns structured fields for delivery and account systems.
Keep exploring
Where delivery signals go next
The same structured outputs support adjacent teams, workflows, and product layers.
Read pipeline and deal signals out of every sales conversation.
Track account health, risk, and renewal signals across the book.
Measure delivery and account skills with consistent, comparable signals.
Feed structured conversation fields into your warehouse and models.
Define the typed checks Semarize evaluates on each conversation.
Run Kits against conversations and receive structured JSON back.
Get started
Stop letting delivery margin leak into untracked calls
Run your delivery and account conversations through a Client Delivery Kit and get back the scope, health, and expansion signals your teams need while they can still act on them.
No card required. Start testing in minutes.